Financial Planning mentoring with Warren Shute – Session 3

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners.

In this session, we take a journey through many topics, including:

How to conduct your discovery meeting
How long should it last?
What preparation should be done beforehand?
What happens afterwards?

And much more…!

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warren shute prestwood financial planning mentor